0–3
Strong accounting. Periodic reviews.
Maintain strong accounting processes and consider periodic financial reviews.
Your business / A clearer next step
Running a business involves more than tracking income and expenses. As your business grows, having the right financial guidance can make the difference between reacting to problems and planning for success.
20 statements · Five categories · No email required for results
Clearpath / Financial health
20 practical statements
Clarity in your numbers. Confidence in your decisions.
Your financial health check
Check each statement that applies to your business. Your answers will help identify opportunities to improve profitability, cash flow, and financial decision-making.
Your answers stay on this page. Nothing is sent to Clearpath or saved when you reload or leave. Download your results before leaving if you want to keep them.
0 statements selected
Selecting no statements in a section is valid. Continue confirms that you have reviewed that section. You can go back and change any answer.
Statements selected
0 / 20
Count of statements that apply, not a financial health grade.
This is a conversation starter, not a diagnostic test. Even one significant cash flow, financing, or profitability concern can justify a financial review. These ranges are practical screening guidelines, not scientifically validated thresholds.
Understanding the results
Each checked statement adds one point. There are no weighted questions or hidden calculations.
0–3
Maintain strong accounting processes and consider periodic financial reviews.
4–7
Explore monthly advisory services or targeted fractional CFO support.
8–20
Schedule a fractional CFO consultation to evaluate ongoing financial leadership needs.
This is a conversation starter, not a diagnostic test. Even one significant cash flow, financing, or profitability concern can justify a financial review. These ranges are practical screening guidelines, not scientifically validated thresholds.
Financial leadership / On your terms
A fractional CFO provides experienced financial leadership without the cost of hiring a full-time executive. Depending on your needs, services may include cash flow forecasting, budgeting, profitability analysis, financial reporting, strategic planning, financing support, and regular management meetings.
The goal isn't simply to understand where your business has been. It's to help you make better decisions about where it's going.